Mediolanum International Funds Ltd Trims Holdings in American Express Company $AXP

Mediolanum International Funds Ltd reduced its stake in American Express Company (NYSE:AXP) by 13.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 105,179 shares of the payment services company’s stock after selling 16,864 shares during the quarter. Mediolanum International Funds Ltd’s holdings in American Express were worth $36,004,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Valley Wealth Managers Inc. grew its position in American Express by 153.3% in the third quarter. Valley Wealth Managers Inc. now owns 76 shares of the payment services company’s stock worth $25,000 after acquiring an additional 46 shares during the period. Briaud Financial Planning Inc purchased a new position in shares of American Express during the 2nd quarter worth $26,000. Access Investment Management LLC acquired a new stake in shares of American Express during the 2nd quarter worth about $26,000. Manning & Napier Advisors LLC acquired a new position in American Express in the third quarter valued at about $27,000. Finally, Halbert Hargrove Global Advisors LLC boosted its stake in American Express by 210.7% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 87 shares of the payment services company’s stock worth $29,000 after buying an additional 59 shares during the period. Hedge funds and other institutional investors own 84.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on AXP. TD Cowen reissued a “hold” rating on shares of American Express in a research note on Thursday, January 8th. Wells Fargo & Company upped their price target on American Express from $400.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. HSBC set a $295.00 price objective on American Express and gave the company a “hold” rating in a research note on Friday, October 10th. BTIG Research reissued a “sell” rating and set a $328.00 target price on shares of American Express in a research note on Monday, January 12th. Finally, DZ Bank upgraded American Express from a “sell” rating to a “hold” rating and set a $340.00 target price for the company in a report on Tuesday, October 21st. Nine investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, American Express has a consensus rating of “Hold” and a consensus target price of $353.95.

American Express Price Performance

American Express stock opened at $352.14 on Friday. The stock has a market cap of $242.57 billion, a P/E ratio of 23.63, a price-to-earnings-growth ratio of 1.50 and a beta of 1.15. The company has a fifty day simple moving average of $369.37 and a 200-day simple moving average of $343.84. The company has a current ratio of 1.61, a quick ratio of 1.59 and a debt-to-equity ratio of 1.78. American Express Company has a 12-month low of $220.43 and a 12-month high of $387.49.

American Express (NYSE:AXP) last announced its quarterly earnings results on Friday, January 30th. The payment services company reported $3.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.54 by ($0.01). American Express had a return on equity of 33.41% and a net margin of 14.97%.The business had revenue of ($17,139.00) million for the quarter, compared to analysts’ expectations of $18.91 billion. During the same period last year, the firm earned $3.04 earnings per share. The firm’s quarterly revenue was up 10.5% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. Equities analysts expect that American Express Company will post 15.33 EPS for the current fiscal year.

American Express Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 2nd will be given a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, January 2nd. American Express’s payout ratio is currently 22.01%.

American Express News Roundup

Here are the key news stories impacting American Express this week:

• Positive Sentiment: Management set FY2026 EPS guidance of $17.30–$17.90 and revenue guidance roughly $78.7B–$79.5B, which sits at/above Street revenue expectations and implies mid‑high single‑digit growth — a key reason investors are focusing on the outlook rather than the quarterly miss.
• Positive Sentiment: Q4 revenue grew ~10% y/y and card‑member spending remained strong, supporting the company’s growth narrative and the confident 2026 outlook. AXP Stock Falls Despite Revenue Beat After Q4 Earnings Report
• Positive Sentiment: Board approved a meaningful dividend increase (reported as ~16%), which is supportive for income‑oriented investors and signals confidence in cash flow. American Express Posts Strong 2025 Results, Raises Dividend
• Neutral Sentiment: Analysts have mixed/timely coverage — some firms reiterate buy ratings citing attractive risk/reward and valuation upside, which could limit downside if results stay in-line with guidance. American Express: Attractive Risk-Reward, Solid Growth Outlook
• Negative Sentiment: Q4 EPS of $3.53 slightly missed consensus (by ~$0.01–$0.04 depending on source), and some headlines emphasize the profit miss as a near‑term catalyst for selling pressure. Scorecard: Grading American Express Q4 Earnings
• Negative Sentiment: Rising customer‑engagement and operating costs were called out on the call and in analyst notes as the main drag on margin expansion, which clouds near‑term EPS trajectory. AXP Q4 Earnings Lag Estimates on Rising Customer Engagement Costs
• Negative Sentiment: Regulatory risk headlines (discussion of a potential credit‑card rate cap) and a strategic shift to higher‑fee premium cards (more marketing to Platinum vs. no‑fee products) create execution and political/regulatory uncertainty that can pressure sentiment. American Express, credit card provider to the wealthy, wants even more high spenders CEO on rate cap

About American Express

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.